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Private Advisor Group, LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on WELL, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 16,063 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,063 shares
    Change vs previous 13F -7,290 shares

    0.02% of the 13F portfolio, value $3,645,774.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,353 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $4,616,965.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,421 shares
    Change vs previous 13F +1,314 shares

    0.02% of the 13F portfolio, value $4,347,213.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,107 shares
    Change vs previous 13F +3,409 shares

    0.02% of the 13F portfolio, value $3,938,093.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,698 shares
    Change vs previous 13F +639 shares

    0.02% of the 13F portfolio, value $2,874,450.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,059 shares
    Change vs previous 13F -1,084 shares

    0.02% of the 13F portfolio, value $2,766,776.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,143 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $2,412,612.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,511,481.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).